Notion Budget Planner

Notion Budget Planner is your all-in-one finance & debt tracker and financial management system, designed to help you effortlessly track income, monitor expenses, and gain clear insights into your financial health. Whether you’re managing a simple monthly budget, keeping an eye on your debts, or organizing multiple income streams, this template provides all the tools you need to stay on top of your finances in a clean, organized workspace.

FINANCIAL OVERVIEW

Visualize your financial growth and stay informed with dynamic charts and detailed summaries.

- Account Balance: Track your savings, monitor financial trends over time, and stay aware of outstanding debts or loans.

- Income & Expenses: Record transactions and categorize them to see where your money is coming from and going to. Perfect for managing both personal income and loan repayments.

- Monthly Overview: Get a snapshot of your financial activity for each month, including income, expenses, debt payments, and net balance.

PLANNING & ORGANIZATION

Stay ahead of your finances with intuitive planning tools and organized categories.

- Planner Calendar: Visualize upcoming incomes, expenses, and loan due dates on a monthly calendar to avoid surprises.

- Accounts & Funds: Keep track of balances across different accounts like bank, PayPal, and crypto wallets, while also monitoring outstanding debts or loan balances.

- Transaction Categories: Customize categories to fit your income sources and spending habits, from freelance earnings to subscriptions.

- Recurring Subscriptions: Easily add and track recurring expenses like streaming services, memberships, utilities, or monthly loan payments to stay on top of ongoing commitments.

DETAILED BREAKDOWN

Drill down into your financial data for better decision-making and debt management.

- Debt Tracker: Keep an organized overview of any outstanding debts, ensuring you never miss a payment.

- Loan Tracker: Stay on top of your loan schedules with a dedicated space to manage repayment dates, amounts, and interest rates.

- Income & Expense Logs: Detailed tables to log every transaction with date, amount, and category—ideal for tracking both regular expenses and debt payments.

- Quarterly Summaries: Analyze your financial performance by quarters to better plan savings, manage debts, and allocate for loan repayments.

- Custom Categories: Tailor transaction categories to suit your lifestyle, whether it's digital products, small business profits, rent, or specific loan tracking.

I’ve put a lot of thought and energy into creating this budget planner and debt tracker, ensuring it’s as functional and user-friendly as possible. Whether you’re just starting to track your expenses, working on paying off debt, or looking to gain more control over your financial goals, this template will simplify the process. Feel free to reach out if you have any questions or want to share your experience using it! :)